Southold, NY

Shawn O’Sullivan, CFP®, has been helping clients plan for and achieve their long term financial goals for more than a decade. As a Financial Planner and Senior Wealth Advisor at Apella, Shawn believes that thoughtful financial planning is the cornerstone of any successful investment strategy. He is dedicated to providing clients with the structure, guidance, and confidence needed to navigate the complexities of investing and pursue their goals with clarity and purpose.

In addition to his advisory role, Shawn serves on the firm’s Investment Committee, where he helps guide the evolution of Apella's investment strategies and offerings.

Before working as a full time advisor, Shawn gained extensive experience in operations and portfolio management and played a key role in building the foundation of Apella’s trading and research teams. This experience continues to inform his disciplined, analytical approach to financial planning and investment management.

Shawn is a Certified Financial Planner™ professional. He earned his degree in Economics from the University of Connecticut and completed his financial planning education and capstone program through Bryant University.

Alexandra Coady works as a client relationship specialist for Jason Gentiles team. She is a recent graduate of Central Connecticut State University where she obtained a degree in Biochemistry. Prior to joining the Apella team in 2023, Alex was employed by RBC Wealth management. In her spare time, she enjoys spending time with friends and family, reading, and going to the beach.